Justin Bolmgren (CFP®, CLU)

Justin Bolmgren focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Justin specializes in retirement planning for individuals that work for corporations as well as financial planning for families early to middle in their working careers. He is a graduate of the University of Akron with a degree in Finance and makes it priority to further his industry education. Those activities include achieving the renowned Certified Financial Planner (CFP®) certification. He was one of the youngest to achieve the CFP certification when completed in 2007. Justin has also been awarded on the world’s most respected insurance expertise designations; the Chartered Life Underwriter (CLU). He is married with two children and enjoys outdoor activities such as boating, hiking and camping.

Additional Information

The Power of Team

No one person can know it all.  We have a team of experts that specialize in areas of Financial Planning, Investment Management, and Tax Minimization strategies.  Let our team work for you!

NAPFA Start Date

March 30, 2022

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This Office

10 South Riverside Plaza Suite 875 Chicago, IL 60606 Phone: (312) 463-4085 Fax: (312) 803-0933